Polen Capital’s outstanding 30+ year track record shows that the firm’s high conviction, low turnover focus on a small number of highest quality growth companies pays off. Damon Ficklin, lead Portfolio Manager of the Polen Global Growth fund talks about some of the companies that exemplify the strategy.
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Wealthtrack Episodes
BITCOIN ENTREPRENEUR MATT HOUGAN EXPLAINS WHY CRYPTOCURRENCIES ARE SUDDENLY GOING MAINSTREAM
Bitcoin entrepreneur Matt Hougan explains why some cryptocurrencies and related investments have gone from fringe to mainstream in the past year and why these still speculative and volatile investments are here to stay.
TIME TESTED STRATEGIES FOR SUCCESSFUL INVESTING WITH “HALL OF FAME” STRATEGIST, RICHARD BERNSTEIN
Speculation is rampant in today’s markets. Influential strategist Richard Bernstein explains why it is a money-losing proposition and which investment strategies have proven their worth over time.
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PREPARING FOR THE NEXT CORRECTION WHILE PARTICIPATING IN THE BULL MARKET WITH MATTHEW MCCLENNAN
With capital preservation a top priority global value investor Matthew McClennan is preparing First Eagle portfolios for the next market correction with hefty gold holdings while participating in the current economic and market boom with economically sensitive stocks.
FINANCIAL THOUGHT LEADER PAUL MCCULLEY SAYS BOTH FISCAL & MONETARY HELICOPTER MONEY ARE ESSENTIAL
Before retiring from bond giant PIMCO Paul McCulley was a financial thought leader in macroeconomics, fixed income and Fed policy. He still is. He explains why massive amounts of government and monetary stimulus are vital for economic growth and societal stability.
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RICHARD BERNSTEIN EXPLAINS WHY THE MARKET LEADERSHIP SHIFT TO CYCLICAL & VALUE STOCKS IS DURABLE
Leading asset allocation strategist Richard Bernstein explains why the shift in market leadership from stable growth stocks to cyclical value ones is normal and durable, and how to participate.
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